& learning

Updates and New Releases


We are excited to announce a new look and some big enhancements to the Gradebook in Leo!

The Gradebook now has a faster and easier to navigate user interface - you are going to love these updates. Building a gradebook and entering grades has never been easier!

Utilize the New Gradebook User Interface

The gradebook now offers easier-to-use scrolling functionality so you can quickly find students and assignments to check grades, comments, and update scores if needed. The headers and student names now stay locked in place as you scroll - making it easier to ensure that you are entering the correct score for the correct student. We’ve also added a search filter to the gradebook table so you can quickly focus on just a single student if needed.

Manage Categories and Assignments

It is also now easier than ever to manage gradebook categories and assignments. You can manage all of the categories from a single screen, update percentages, add new categories, and release any category you want. Managing assignments has also gotten easier as we’ve brought all of the relevant information about each assignment to one screen to allow you to edit and add assignments with ease.

We’ve also added the ability for you to reorder assignments and categories right within the gradebook simply by dragging to sort them as you wish!

Update Scores with Ease

Even the score entry screen has gotten a new look. Now you can enter scores, alpha scores, and comments for multiple students at once. You can also easily copy a single score, alpha value, or comment to other students with the click of a button.

Use Bulk Actions to Save Time

Now you can export or import individual assignment scores along with alpha scores and comments - all at once! If you need to make updates to the entire gradebook, you can utilize the gradebook export/import functionality to download all of the assignments at once, make your changes, and upload the .csv file back into Leo to record the changes.

More Info

The new Leo Gradebook is now live in your production system. There are no settings or options you need to check - your gradebooks should automatically adjust to the new look and additional functionality!

We’ve updated the Leo User Guide to include the latest information to reflect the new user interface and functionality. Check out the Gradebook Overview article for more in-depth information, and read this article to learn how to use the new Edit Score window to update student assignment grades.

Mapping Functionality Update

In addition to the Gradebook updates, we have also added back the ability to modify G&O that have been directly mapped to an event. This functionality is temporary to help support mapping clean up ahead of the Curriculum Inventory report submission. As of this fall, we will again be restricting event mapping to only allow for session objectives. Please keep this in mind as you prepare for the upcoming academic year and let us know if you have any questions or would like to set up a meeting to discuss how best to transition away from directly mapping G&O to events.


A friendly reminder that the new Gradebook user interface, including new functionality, will be going live in your Production systems this weekend!

In the meantime, please check out your Preview systems for the latest updates. You can also learn more about the new Gradebook functionality from the Leo User Guide:

Your current gradebook data will remain accessible in the new format. Please let us know via the help desk if you have any questions.


As you know from our DaVinci Week presentations, our team is excited to share the new Gradebook with you - including new functionality that will support your everyday work. We have just updated your Preview systems with the latest enhancements and encourage you to check it out. Therefore, we are also providing you with additional time to explore the new Gradebook on your Preview systems. We anticipate that the new Gradebook will now be released to your Production systems the weekend of July 9th.

Once the new Gradebook release is applied to your Production systems, existing gradebook data will remain even as the updated functionality also becomes available. You can continue to create and utilize the current Gradebook in your Production systems - the new user interface updates will simply be applied to your existing gradebooks, providing you with additional tools to manage your data.

Here are some details on the new functionality from our User Guide to help you get to know your new Gradebook:

Please note that DaVinci Education will be closed on Friday July 1st and Monday July 4th.


Please update your bookmarks!

Our Help Desk URL has changed to:

As a reminder, you can also still email or check out our User Guide.


Check out the Sneak Peak of the all new Gradebook interface live on your Preview Systems now!

We know how important a Gradebook is for an LMS and we think you’ll be pleased at how quickly the new Gradebook UI loads! This new interface provides several helpful upgrades including: Searching, Sorting by column, the ability to toggle columns on and off, freeze columns and headers, as well as more simplified menus.

Managing Assignments and Categories within the Gradebook has never been easier! Now you have the ability to Search for Assignments or Categories, assign values, as well as drag and drop to reorder and move assignments across categories. We think you’ll love these new enhancements!

Because this update includes a new look for the Gradebook, we wanted to give you plenty of time to view the changes and try it out on your Preview system before it goes live in your Production system. Please note that we are still actively working on some final features and functionality, as well as some polishing of the UI, over the next couple of weeks prior to the Production release.

All of these updates are now live on your Preview system and will appear in Production later this month. If you would like us to pause your Production refresh to your Preview system in order to preserve work done in the Preview system during this time, please let us know via the Helpdesk.

More details will be available in the User Guide soon.

As a reminder, our Help Desk URL is changing on June 15 to:

Also, please note that the new mapping functionality is now live on your Production systems.


As you may have heard from our Monday kickoff to DaVinci Week, we have a lot to share with you over the next few weeks - starting with new mapping functionality and Curriculum Inventory (CI) related updates that are currently live on your Preview systems.

New Curriculum Mapping Functionality

Based on the new business rules for the AAMC Curriculum Inventory (CI) Report, we have integrated updates to the CI module in Leo. Nothing to do here on your end, this information will automatically be applied to your CI data before submission.

We have also developed a more detailed way to track Instructional Methodology (IM) duration within a learning event. Now you can more clearly distinguish between primary and secondary IMs based on the time spent utilizing each methodology, which can be set per event or per event type as a percentage of the event duration.

New functionality for Themes, like the bulk import and new fields for ID Label and Source, help you utilize standard keyword sets such as the CI Keywords. We have also added the entire set of AOA Competencies into your Competency Repository to aid our Osteopathic schools in using the crosswalk to map to PCRS for the CI report. Additionally, you also now have the (optional) ability to identify Goals in Leo as Program Objective Domains in the Curriculum Inventory.

The most significant change in mapping is the new ability to create Course Objectives! Bulk upload unique Course Objectives by course, link to your Program Objectives (G&O) and your Session Objectives to add another, more detailed layer to your mapping.

The newly added mapping level of Course Objectives will be included in the Curriculum Inventory as Sequence Block Level Expectations, as well as has been integrated into the relevant Leo mapping reports.

Please note that once you turn on Course Objectives, you will no longer be able to map G&O directly to courses and events.

Also in this update:

Evaluation User Status Report

We’ve also added a new report to track evaluation completion status for users as well as the ability to sort, search and filter on type, status, specific evaluation, evaluator/evaluatee, date range and more!

Changes to Bulk Data Import for events

Bulk import options for events have moved and are now available within the Course Section (no longer under “Data Entry > Data Import”).

All of these updates are now live on your Preview system and will appear in Production this weekend, June 11.

More details regarding these new features and functionality will be available in the User Guide soon.

Please note - our Help Desk URL is changing on June 15 to:


We are happy to announce that the new Evaluation Editor is now live on your Production system! Please see the video below for a quick overview of the new functionality that you can now access to create, edit and preview your evaluation templates.

mobile view of new PET entry

Please see our updated User Guide article on creating/editing an evaluation for more details.

If you have any questions, please reach out to us via our helpdesk.


We are excited to share that the all new Evaluation Editor will be going live on your Production systems this weekend! This mobile-friendly editor helps you create, modify and preview your evaluation templates in a one-page, user-friendly format. Drag and drop questions, answers and page breaks to customize your evaluation form, add sip logic to pages and questions to adjust the flow, track your Themes and much more!

mobile view of new PET entry

As a reminder, because we’ve added some new options for questions, the Evaluation Editor contains new and updated database fields. Therefore, please double check any existing skip logic within your evaluation templates in your Preview system ahead of this weekend's release. If you notice anything unexpected, please reach out to us via the helpdesk.

For more information, please visit our User Guide articles:

Evaluations in Leo

Create/Edit an Evaluation

Auto-Approve an Evaluation

Evaluation Triggers

If you have any questions, please reach out to us via our helpdesk.


We have very exciting news! The all new Evaluation Editor is now live on your Preview system. This new editor provides user-friendly tools to help you effectively create, edit and review evaluations.

All New Look

The Eval Editor’s user interface has been completely overhauled to make it easier than ever to create or edit an evaluation template. We have removed all the different tabs for blocks, questions and pages, integrating everything into one menu.

From this one screen, you can add, edit or copy questions, insert page breaks or inline content, or preview the evaluation. The new labels help you navigate to certain question types, identify questions with themes, and track your skip logic.

Drag and drop questions to quickly reorder them. You can also drag and drop page breaks, move questions across pages, and re-order question responses with ease.

mobile view of new PET entry

You can also toggle your evaluation description on or off. Remember, this is a rich text editor so you can insert videos, format text and more!

Question Types & Scoring Updates

This update also streamlines the available question types and provides additional flexibility for scoring. Since you can now choose how to score questions, you no longer have to choose a certain question type in order to utilize specific score options. For example, instead of using TallyOne, you can choose Radio and to summarize by count. If you summarize Radio, Dropdown, or Rubric questions by average you can also decide whether the question will be included in the overall summary eval score.

The chart below details how the Tally questions have been integrated into other question types.

*Checkbox questions can only be summarized by count and cannot be included in scoring.

**Radio and Dropdown questions can be summarized by average or count. If they are summarized by count, they cannot be included in scoring. If they are summarized by average, you can decide if you want to include that question in scoring.

Other Question Types

Rubric and Text questions are still there. Rubric questions will always be included in scoring and the only option for summarizing rubric questions is by average. Of course, options for scoring don’t apply to Text questions.

Transferring Old Evaluations into the New Editor

All your existing evaluation templates will automatically be transferred to the new evaluation editor, allowing you to edit with ease! We recommend taking a look at your evaluations on your Preview system to ensure that they are displaying as expected. Please reach out to us on the Helpdesk with any questions or concerns.

More Information

The new evaluation editor is now available on your Preview system and will be live on your Production system the weekend of April 2nd. If you would like us to pause your Production refresh to the Preview system in order to preserve work done in the Preview system during this time, please let us know via the Helpdesk.

In the meantime, check out these updated User Guide articles for more information.

Create/Edit an Evaluation

Edit an Evaluation Question


We're happy to announce enhancements to Leo’s Patient Encounter Tracking (PET).

Patient Encounter Tracking now has a new mobile friendly, responsive interface, supporting utilization in the clinical setting.

mobile view of new PET entry

Students can create new entries directly from the PET tab without needing to drill down by course. Adding new PET entries and duty hours has never been easier.

.gif preview of PET overview video

The PET tab is now visible for students who have PET-enabled courses - regardless of whether the enabled course is considered an "active" course. Access all of your PET entries at any time.

We also wanted to make you aware of a change in the Admin Toolbar. The “PET Master Report”, which includes all fields for every PET entry, will be renamed to “PET Activity by Year”. It will still have all the PET information you expect to see, and is filtered by selecting an Academic Year to access the report. Path: Admin Toolbar > Advanced > PET Administration > Reports > PET Activity by Year. Please be reminded that this report can be quite large and may take some time to populate. Like most other reports in Leo, there is also a download option available.

All of these enhancements to PET are currently available on your Preview system and will be live on your Production system this coming weekend. If you have any questions, please let us know through our helpdesk.

More details about these PET updates can also be found in our User Guide:

Student > PET Tab:

Account Manager > PET > Modern UI:


It’s almost that time of year again, lottery season! To help you prepare for your upcoming lotteries, we have made a few improvements. All updates have been installed on your Production system and you can check out our User Guide articles to learn more.

Rank Distribution:

We have updated sorting on rank distribution charts, as well as added it to the finalized lottery screen, so that you can access this data even after you have finalized a lottery.

Consistency updates:

We know that running lotteries can be stressful, especially with a ton of elements to manage. To ease the burden, we have reviewed our lottery module and made some adjustments so that language, buttons and other UI tools are more consistent. For example, we have made the difference between lotteries that are open, in preview, or finalized more clear, as well as updated your options to move a lottery from one status to the next.

Set conflicts:

Set conflicts ahead of time to ensure that students only see the available elements relevant to their schedule. For example, if you have students that get priority for certain courses in a block lottery, but not all, they can still participate in the lottery - as long as you add those particular elements as conflicts. If you are planning to run block lotteries - and have overlapping blocks - this feature is helpful for ensuring students don’t accidentally pick a course that overlaps with one in which they are already enrolled.

From the lottery manager, go to Elements > Options > Conflicts to manage which course sections should show up as conflicts and prevent your students from ranking elements that overlap those sections.


To provide additional insight into longitudinal student performance, you now have the ability to tag assignments with themes in Leo. For any event that has been mapped with themes, those themes are now automatically available to tag any assignment associated with that event. For more information on how to tag themes to an assignment, check out our User Guide article on creating an assignment.

You can also now track student performance on assignments by theme in the Academic Portrait to gain additional information about a student’s areas of strength and potential gaps in knowledge over time. Filter by theme (#1) to see performance data related to a specific content area or EPA for example. Navigate back (#2) to the Themes tab overview to see more information or choose another performance area to explore. View scores and comments (#3) of each assignment, or navigate to the corresponding course or event (#4) for additional details.

For a more holistic understanding of student performance, use themes to tag procedures, diagnoses, evaluation questions, events and courses! For detailed information about accessing longitudinal student performance data on assignments and more, visit our User Guide article on the Academic Portrait.


We’re continuing to add more insights to your students’ Academic Portrait!

The Themes tab in the Academic Portrait lets you select any Theme from your curriculum to see how a student has been evaluated over time - and provides links to all of the student’s events related to that particular Theme. 

Now - if the student is using Leo to track patient encounters - you can also see all of their recorded Procedures and Diagnoses related to that Theme.

In the Academic Portrait, you’ll find new links for Procedures and Diagnoses under the Themes tab - if the student is enrolled in a course that has Patient Encounter Tracking (PET) enabled.

Select the Theme you want to view, then the numbers in each tile will update to correspond with the data linked to that Theme. You can then view the evaluation questions, events, diagnoses or procedures for the Theme. For more information regarding the student view, please see the updated My Portrait user guide article. If you wish to send information out to faculty, we recommend using the Portrait Listing user guide article.

To get started, you’ll need to map Themes to your system’s Diagnoses and Procedures. Go to ADVANCED > PET Administration > Diagnoses (or Procedures) and click on any Diagnosis (or Procedure) - then select Assign Themes.

For more additional information on how to tag Diagnoses and Procedures with Themes, please see this user guide article.

Also in this update:

We’ve added direct links for every comment left by evaluators under both the Evaluations and Themes tabs in the Academic Portrait.

Look for the speech bubble icon to view evaluator comments!


Leo’s Academic Portrait™ now includes more data visualization to provide insight into how students are progressing - and how they compare to their peers.

These updates are now live on your Preview system, and will appear in Production this weekend, August 22.


When you click on the overall grade for any course under the Academics tab, Leo now shows you a complete view of that student’s achievement in the course. You can see their grades for each assignment or exam, complete with category scores.

You also have the option to turn on comparison data for grades within the course. At a glance, you can see how the student’s performance compares to their peers.

Any comments left in the gradebook are also accessible here, by hovering over the voice bubble icon.


When clicking on the name of any completed eval under the Evaluations tab, you’ll see a new display that shows all of the responses from the eval in a more easily-digestible format for students and advisors. Students can see the value associated with each question and how they were rated and scored.


We know that continued professional development is an important part of any educational program. DaVinci Education is happy to announce new resources and features to help you support your faculty and staff.

Professional Development Training Course

While you may already be familiar with our Student Orientation training materials, did you know that we now offer interactive modules for training faculty and staff? By completing these modules, faculty and staff will gain important knowledge about how to use Leo, including information on how to upload materials, use embeddable media, create discussions, navigate through the system and much more.

We have created the resources for you, including a way to track completion, so that you can pick and choose which subject-based modules you want to utilize. Leo can serve as your platform for content delivery, allowing you to create a professional development or faculty/staff orientation course that suits the needs of your institution, and various user groups. Create a space where incoming faculty can get acquainted with Leo and your current team can get a refresher or learn new skills.

For more information on how to create a professional development course in Leo and utilize these modules, please visit the User Guide.

Faculty Portrait

We have adapted the Academic Portrait for faculty, providing a space that they can make uniquely theirs. The new Faculty Portrait is open to all users in the system who are in a faculty or staff role. Just as you can turn tabs on and off in the Academic Portrait for students, you can do the same for the Faculty Portrait - adapting it to your institution’s needs. 

Available tabs include:

  • Highlights: a quick peek here provides the faculty member’s picture, contact information, pronouns, associated program and any related affiliations.
  • Info: this space has a rich text editor, allowing faculty to creatively design their own page and showcase any information that they wish to share.
  • Workload: displays any courses and events that the faculty member is assigned to, keeping track of all teaching responsibilities in one page.
  • Evaluations: includes any evaluation that the individual has completed or needs to complete, as well as any evaluations that have been done on this faculty member, allowing one to track and access student and peer feedback at any time.
  • About: mirroring the Academic Portrait, this section is customizable by each institution and will pull information from the Demographics in Leo.
  • Publications: lists and links out to a faculty member's publications from PubMed via their assigned ORCID Identifier (PubMed Author Identifier).
  • Documents: essentially a portfolio, faculty members can upload various documentation all in one place. Ideal for a CV, awards, reference letters, teaching materials and other items needed for the promotion and tenure process.

For more information and step-by-step instructions on how to customize Faculty Portraits for your team, please visit the User Guide.


Our Student Orientation course is back and better than ever! We have updated the course content to include Leo’s new features, as well as added more interactive exercises.

Customize the information you want your students to know by choosing from a series of pre-created modules on various topics, including: an introduction to Leo, events, the Academic Portrait, Patient Encounter Tracking (PET) and more! To learn more about each module, visit the User Guide article, where you will find a description and learning objectives for each module.

Create a student orientation course quickly by uploading the modules you want to share. Materials already include content, exercises, descriptions and more.

Track completion of modules with our built-in attestation form. Students who complete the module and fill out the form will receive a certificate of completion that can be uploaded as an assignment in the orientation course or into a portfolio in the Academic Portrait.

Learn more about different ways to utilize these modules, as well as advice on creating a student orientation course in Leo, by visiting our new blog post.


Introducing the Insights Dashboard from DaVinci Education:

Available to administrators, the Insights Dashboard helps you stay Accreditation Ready Always™ with critical information, including:

📈 Curriculum mapping quality

📈 Faculty workload

📈 Days until important events

📈 Recent instructional events

📈 Leo utilization

You’ve entrusted Leo with data on every facet of your curriculum, and this is just the first of many forthcoming data visualization tools in Leo that will help you turn that data into information you can use to drive decisions about your program, your students and your faculty.

The Insights Dashboard is now live and easy to configure - check out our User Guide for more details.

Also new:

Fast Feedback Emails to Students:

Now Leo will send an email to students as soon as they’ve been evaluated - a link in the email will take them directly to the evaluation results.

When approving evaluations, the evaluator of record will see a checkbox right next to the Approve button. If checked, then the student who was evaluated will receive an email with a URL that will securely log them into Leo to view the results of their evaluation.


We’ve added a field for Pronouns in the User Profile:

Each user can select their own Pronouns, or decline to answer. The student’s pronouns will also appear on the Academic Portrait, making it easier to engage in inclusive communication. More info on Pronouns in Leo can be found here.


Here’s everything you need to know to take full advantage of the new functionality in Leo:

Location Map:

To ensure accuracy for the integrated Google maps, each Location needs to have an associated address. To check the Locations in your system for addresses, go to Admin Toolbar > Advanced > Location Management from here you can access the List All Locations report or search by location name to review or add an address. Once an address has been added, the Google map on the Details page in an event will update to show the location.

You can update your Locations list at any time, including in advance of the Feb. 1st release. The more address details you provide (i.e. street address and zip code, etc.), the more accurate the map will be.

Enable LTI:

In an Event, go to Settings > LTI Links > Options > Add

Have multiple providers? Not a problem! Follow the process detailed below to add each of your LTI providers and a new button/tab will appear in the left hand menu.

For example, Zoom:

You'll have to set up Zoom as an LTI provider in your system's Advanced Settings - we can help if you haven't done that part yet! Then to set up a new Zoom link in an event, you'll go to Settings > LTI Links > Options > Add. Select Zoom from the dropdown. You can give your meeting a custom name - otherwise it'll just be named for the Event. Click Save.

Now when students and faculty login, they'll see Zoom as one of the menu options for your Event.

Faculty: Just click Zoom and Start to kick off the meeting. Leo will recognize them as faculty and make them Host.

Students: Just click Zoom and Join. Leo will tell Zoom their names, and Zoom will keep track of attendance.

No more juggling passwords - Leo securely logs in your users.

Info Page:

Each event can be customized to show your choice of landing page. For example, if embedding videos, interactive ed tech tools or other rich html content, the Info screen can be set as the main landing page for the event and will be the first thing that students see when they get to that event, like in the screenshot below:

To set a default menu item as the landing page for the event screen: in an Event go to Settings > Display Options > [choose the page you want in the Set default menu item for this screen dropdown] > Save Info

For example, if materials are the most important information to get to students, you can set that as the event landing page or set the Info page as the landing page to take advantage of the ability to use rich html content and tools. Since this is configured on an event by event basis, faculty can choose the landing page that works best for delivering the content to students for that particular event.

Note: for CI related purposes, the Description field on the Details page should be plain text only. The new Info page is the best place for rich html content.


Does your school use tabular rubric-style assessments when tracking student performance on competencies? Maybe even with pen and paper?

Look familiar? Now you can put away the pad.

DaVinci Education is happy to introduce our new Mobile-Optimized Rubrics.

Designed to make it easy to rate students on the go, our Rubrics tool gives your evaluators a simple slider they can use to view rubric details by level and make their selection.

Plus you get a ton of options:

- Space to include detailed instructions for each question.

- Require a comment with every rating.

- Require a comment even if there’s no rating.

- Use integers or decimals in your scale.

- Add as many steps as you’d like.

- Assign each step any numerical value.

Because Rubrics are part of the full suite of evaluation tools in Leo™ you can mix and match with other question types, assign them to any Leo user, or make them available as an On Demand evaluation for workplace-based assessments. The data stays in Leo and becomes part of each student’s Academic Portrait™.

We’ve even added some full sample response sets to get you started. 

For more information about setting up Rubrics in Leo, check out this article in our User Guide.


We have now added the ability to grade discussions in Leo!

Best of all - it’s very simple to set up, and quick to use.

Setting it up:

When creating or editing a discussion, you just need to flip the option for Graded Discussion to “Yes” and enter a number value for the maximum points to be awarded (from which you’ll base your grades).

Entering grades:

Then, on the Discussion screen, click the checkmark icon in the upper right.

You’ll see a new screen that shows you how many posts each student has contributed to the discussion - and fields where you can enter a score, along with any comments.

Click Export to Gradebook and you’re done!

For full details on how to use Graded Discussions, check out the Leo User Guide.


Today we’re unveiling a new mobile-friendly and convenient solution for clinical faculty to complete evaluations on the fly, right in Leo.

The Leo Evaluation Portal has been given a new responsive interface - and when you enable On-Demand evaluations in your Account Manager, you’ll see new options:

Students can select Request An Evaluation to open a simple form and fill in any needed information. There’s also an option to Evaluate Someone Else that can be enabled for students or faculty to generate an evaluation on the spot.

For Clinical Faculty, it’s as easy as opening their email. They receive a secure link immediately after the student requests to be evaluated. That link gives them one-click access to the evaluation requested by the student. And because Leo’s evals are already mobile-friendly, faculty can easily complete the evaluation and submit right from their phone.

Here’s what else you should know about Leo’s new On-Demand Evaluations:

  • Completely Customizable: You can enable or disable these tools in different programs or courses, for students or for faculty.
  • Flexible: Use them for tracking professional competencies, progress on EPAs, or any other function for when you need a light-weight formative assessment tool.
  • No Guesswork: If your users can access their email, they can respond to requests without any hunting around for usernames or passwords.
  • Perfect for the Clinic: Because they’re optimized for mobile, you don’t have to rely on finding a kiosk computer or the clinic’s wifi.
  • Socially Distanced: While other solutions ask students to share their device with their evaluator, with Leo the request pops up immediately on the evaluator’s own device. No sharing necessary.

Also in this release:

Map your Leo Evaluation questions directly to your Themes.

In the editor, you’ll see a new option with each evaluation question to select Themes - if you click that column you’ll get a list of Themes set up in your system. Just click on whichever Themes you want to map to that question and close the screen.


The DaVinci Education team has been at work rolling out some new features in Leo:

Course-wide discussions:

Now you can host discussions in Leo across multiple sections of the same course in the same academic year. Just navigate to the Course Template level of your Course and select Add New Discussion from the menu. You’ll be able to choose which sections of the course should participate.

Embed images inline in discussion posts:

While you’ve always been able to attach local images - or embed images from the web - now you can easily embed images you’ve uploaded yourself. After you upload your image, you’ll see a new option to “Embed” - which will add your image into the post you’re editing. From there you can resize the image, move it around, and customize your presentation however you want.

These new reports are available at the Course Template level:

  • The Faculty Listing shows you all of the faculty in the course, the sections in which they are participating, what type of faculty they are, the number of events with which they are associated, and their hours for tracking financial time. This report also provides access to a detailed listing of an individual faculty member’s events.
  • The Student Listing shows all the students, their affiliation, and the sections they are enrolled in for that specific academic year.


We’ve made completing evaluations in Leo more intuitive. Now when filling out or summarizing an evaluation, it’s easier than ever to make sure that all required questions have been answered.

When completing an evaluation:

As you take the evaluation, each item is clearly labeled as Answered/Unanswered and Required/Optional. These labels, and your progress bar, respond dynamically as you complete each question. The “Submit” button will only appear once you’ve completed all required items.

If you’re working through several evaluations, you can submit as soon as you’ve completed all required items in any one of those evaluations - but if you left a required item unanswered in any of the rest of them, Leo will stop and cue you to go back and complete it.

When summarizing an evaluation:

If you attempt to summarize an evaluation, but there are responses missing on a required question in the evaluation, Leo will stop, tell you, and ask you what you want to do:

If you go back to the evaluation with unanswered questions, you’ll find each unanswered item flagged with a helpful link you can use to jump right to each unanswered question.

Also recently added:

Want to set up recurring evaluations for a specific type of event in a course? When using the "Auto-Assign" tool for setting up evaluations, you can now filter events by Event Type.

After you select your dates, you can use a handy drop-down menu of the relevant Event Types to narrow down your search.


We’ve rolled out a number of small but important updates for Leo:

  1. Curriculum Inventory (CI) Keyword Adjustments for COVID-19 Reporting:

In order to facilitate the identification of COVID-19 Remote and COVID-19 Altered events, we have implemented a function to map Themes in Leo to CI Keywords. This feature requires opting-in per Theme, so you will need to choose "Include in CI" for each Theme you wish to include in the report as a Keyword.

The exact path to accessing your Themes will differ, depending on whether your system is configured to use Theme Collections and Theme Sets. The following path is for a system that is using Collections and Sets (i.e. all three levels), but your path might be shorter: To opt-in a Theme, go to Admin Bar > CURRICULUM MAPPING > Organization > Themes > Select your program. Then click on the number in the “Theme Set Count” column next to the appropriate Theme Collection. Then click on the number in the “Theme Count” column next to the appropriate Theme Set. You will see a new column for “Include in CI” where you will have the option to check a box if you want that Theme included in the CI.

You may include Themes beyond the two official Keywords requested by the AAMC:  COVID-19 Remote and COVID-19 Altered.  Themes you have opted in will then show as Keywords on your CI Preview Report in Leo (Admin Bar > CURRICULUM MAPPING > Curriculum Inventory > Reports > Preview) as well as the official CI Verification Report

Remember you can view our extensive CI guidance in the Leo User Guide.

  1. Pop-Ups for High Priority Messages

Now when you select “Highest” priority when creating an Announcement or Message, that message will appear as a pop-up for users when they first login.

TIP: If you have a high priority message to manage, remember that you can see who has viewed it in Leo. Just look for the link labeled “Who has read this?” on any message.

For more information, please see the Leo User Guide article on highest priority messages.

  1. Evaluation Question Values:

We’ve increased the flexibility of values in Leo evaluations to include decimals. You can define your question values with accuracy down to the hundredths place.

For more information on editing responses, including the value, please see the Leo User Guide article on editing an evaluation.

  1. Long Event Grading

Now Graders in Leo have the same ability to open assignments and score them in Long Events as they have in regular events.


We’ve rolled out a few highly-requested updates for the Leo Gradebook.

Display student alpha score and numeric score together: When using the matrix to display a letter grade or other descriptors, you’ll now see the “Grade” column accompanied by a “Score” column which indicates the number behind the alpha designation.

Manually enter final grades: Clicking on the number in the “Score” column now pops up a window where you can override the calculated score with a manual entry.

Import grades - including final grades - via CSV upload: Now you’ll see two new options at the top of your Gradebook: Download CSV and Upload CSV. You can use the downloaded CSV as your template for creating your upload CSV.

For more details on these Gradebook features please see our comprehensive User Guide.


DaVinci's statement on social injustice and racial inequality:


To save you time and help you work more efficiently, we are updating Leo this weekend with a new interface for most report screens. The new interface for Leo reports provides several helpful upgrades including:

  • Sort by any column
  • Search report results
  • Toggle columns on and off
  • Cleaner, simpler menus

Let’s consider, for example, a report looking at all of the Events in a Section.

In this example, we get 26 events. What if we only want to know which Lectures have Docs?

Now we can type “Lecture” into the Search window to narrow the results - it will filter as you type:

We can click the “Docs” column header to sort in ascending or descending order.

We can even toggle off every column except the Event date and time info and the # of Docs

The result is a tidy report that shows us just what we wanted.

We can also create a PDF of our filtered report using the Printer icon.

For more information about new report options in Leo, check out the complete article in our comprehensive User Guide.

These changes have been installed in your Training system, so you can check it out right away.


We’re pleased to let you know that Leo’s been updated with more timesaving features:

New Tool to Automatically Create and Assign Evaluations

Now you can easily set up Evaluations for multiple events of a given Event Type in a Section and assign them to students in bulk!

Select the desired Course Section and select Assessment > Auto Assign Evaluations

Select the Evaluation template you want to employ and give your new Evaluation a title. Choose a date range for the events you want students to evaluate.

Leo will show you all the events that match your search criteria, as well as any associated Student Groups. Select the appropriate groups, and click “Submit”.

That’s it! Students in those events will be assigned the appropriate evaluation.

For more information about all our Evaluation management options, see our User Guide.

New Options for Reminders in Long Events and Long Event Assignments

When creating or editing any Long Event, you can now create a customized reminder message to go out via email before the Long Event concludes. You can even specify how long before the Long Event concludes you'd like your reminder to go out.

From the Section screen, go to Events > Long Events > Management and click on the name of the Long Event to create or edit your reminder.

You can also now create a reminder tied to a specific Assignment within a Long Event. Just specify how long before the assignment due date you want Leo to remind your students.

From the info screen of your Long Event, click on the Assignments dropdown menu and select Manage Assignments. Click on Create New Assignment or the name of an existing Assignment to create or edit your reminder email.

For more information, see our comprehensive User Guide articles on Long Events and Assignments.

There are more new features right around the corner, so keep an eye out for more updates soon.


As promised, we’ve now updated your training system with another round of new features for the Leo evaluation system. These will be introduced to production systems this weekend, joining the dozen new evaluation features introduced last weekend.

Because this update includes a new look for evaluations, we wanted you to have the opportunity to preview the changes before they go live. These changes are designed to make evaluations more intuitive. Users already familiar with evaluations in Leo shouldn’t require any additional training - the process of completing an evaluation should be easier than ever. For more information, please visit the Evaluation chapter in the Leo User Guide.

New User Interface for completing Evaluations

Leo Evaluations have a new, responsive interface that displays beautifully on screens of any size. We’ve added some new navigational aids to make Evals easier to use:

  • Clear links for navigating between multiple pages and/or evaluatees
  • Clear links for submitting completed evaluations
  • The “header” section with a profile photo of the evaluatee remains visible as you scroll.
  • More clear visual indicators for which questions are required
  • Prominent progress bar to indicate how many prompts remain

Add multiple recipients to email triggers

Leo allows you to set up customized triggers that send email notifications depending on an evaluation response. Now you can add more than one recipient to each trigger. Search for any user to add them to the trigger, or click X to remove them.

ASSESSMENT > Evaluations > Email Triggers

EA1-T20 Easily copy a question in an evaluation

We’ve added another new link in the Evaluation Editor that you can use to copy any question. Click Copy next to any question, and a new copy of that question will appear in the list, labeled COPY.  Find this option next to the new 1-click Delete option we also added in last week’s update.


The DaVinci team has introduced a number of timesaving improvements to our Evaluations. All of the following new features have been drawn directly from submissions to the Leo Feature Request Forum - and all of them are now available in Leo.

Stay tuned for even more information about requested Evaluation upgrades - including updates to the user interface - in the next few days.

Incomplete Evaluations Report

Now you can find all outstanding evaluations, filtered by Program, Eval Type, Year, Campus, Course Template and/or Section. Select the evaluation form you want to use, and download your results.

ASSESSMENT > Evaluations > Incomplete Evals

Customize the text in eval reminder emails

You can now add your own text to the automatic reminder emails that go out with evaluations. Under the Course Section screen, you’ll find this feature with the other Course Messages options.

[Section Info Screen] > Gear > Edit Descriptions

Quickly delete a question

We’ve added a handy link in the Evaluation Editor to allow you to delete questions with one click. Open any Evaluation and this option will appear at the right hand side of the screen.

“Archive” old evaluation forms

Is your list of Evaluations getting too long to manage? We’ve added an easy way to hide, or “archive” those old evaluations, that removes them from the Eval Listing. The new checkbox lets you clean up this report by quickly clicking multiple evaluations. If you archive an Evaluation in error,  the new filter for Archived records at the top of the screen allows you to restore it by unchecking the box.

ASSESSMENT > Evaluations > Eval Listing

Remove the option for clinical faculty to select their evaluatees

If you’re using the evaluation email reminders, you might not want your clinical faculty to be able to change their assigned evaluatees. Now you can opt to remove this option from their screen.

ADVANCED > Account Manager > Modules > Evaluation Settings > [Program Name] General Evaluation Settings > Hide the ‘Add/Remove’ link for selecting clinical evaluatees.

Exclude incomplete evals from summary reports

Now you can remove incomplete evaluations from all summary evaluation reports. This may improve the accuracy of your data, as it removes evaluations that are still in progress or erroneously completed. On the Summary Reports screen, you can toggle back and forth between including or excluding incomplete evaluations - the title at the top of the screen will reflect your selection.


[Section Info Screen] > Assessment > Evaluations > Summary Reports > Exclude Incomplete Evaluations

Show photos on evaluatee screen by default

Your clinical faculty may benefit from seeing student pictures on the screen where they select evaluatees. Now you can select the option to display student photos by default.

ADVANCED > Account Manager > Modules > Evaluation Settings > [Program Name] General Evaluation Settings > Show Photos of Clinical Evaluatees by Default

Reopen multiple evaluations at once

Now you can reopen all of the completed responses related to a single evaluation. (Note: you must have the option enabled in your Account Manager to allow completed evaluations to be reopened.)

[Section Info Screen] > Assessment > Evaluations > Select desired eval type > Click the number in the “Done” column to view completed evaluations > Click “Re-Open All” at the top of the screen.

Improvements for Evaluators-of-Record

Now the evaluators-of-record for a Course can approve submitted evaluations in bulk with a lot less clicking. Instead of opening each evaluation, you can click a new “Approve All” option on the eval workflow screen. The “byTypebyLink” step has also been removed from the process.

[Course Template Info Screen] > Evaluations Tab > Select Desired Evaluations for Review > Approve All Submitted

A new column in the Export Eval Data tool to show status

You can use the Export Eval Responses tool to export all summary evaluation data from Leo - filtered by Program, Eval Type, Year, Campus, Course and Section. This export can be delivered as either a CSV or in the format of a custom SQL query that you can use with an ODBC connection. Now we’ve added an additional field to this data export so you can also view the approval status of each evaluation.

ASSESSMENT > Evaluations > Export Eval Responses

Evaluation Previews refresh every time

When editing an evaluation, clicking the “Preview” (eyeball) icon in the upper right corner of the screen allows you to see what your evaluators will see when they access the evaluation - and it allows you to interact with the questions in the evaluation. Previously, Leo would continue displaying those interactions if you clicked back and forth between the editor and the preview - but that caused some confusion, particularly when designing evaluations with triggers. Now, every time you click over to Preview, Leo will let you start fresh.


The DaVinci Education team has continued to work around the clock to build additional improvements to our Discussion Boards, which are integrated with every event and course in Leo.

Attach images and files:

Now in addition to embedding HTML content (see our recent post with great ideas for embeddable HTML content) - you can upload images or other documents to any post or reply.

Improved Style:

We've improved the look of the Discussion Boards to make them easier to navigate and easier to read.

Editing and Deleting:

Course Coordinators or Directors (or administrators) can now:

- View, edit or delete all posts and replies in a discussion.

- View all deleted posts and replies and restore them.

- See when a post or reply has been edited.

Students can now:

- View, edit or delete their own posts and replies in a discussion.

- See when a post or reply has been edited.

- See a "Content Deleted" message in the place of a removed post.

Participation Tracking:

We’ve simplified the “Participation Report” - click the checkmark icon to see which students have participated in each Discussion.

Thank you for the opportunity to support you during this difficult time. We look forward to introducing even more time-saving improvements to assist your remote instruction in the days and weeks to come.


If you are looking for a solution to manage the release of Match Day letters to your students online while they are no longer on campus, DaVinci Education can help.

Leo provides a method for uploading multiple PDF documents for students, while keeping them hidden until the desired release time.

This is not the original intended use for these features in Leo - but, like you, we are adapting the tools we have to work with the challenges of the present moment.

*If you would like to find out more about how to use Leo to host your Virtual Match Day,
please contact us as soon as possible using this link; no later than 5:00 PM EDT on Tuesday, March 17.*

Our team will show you the available option, and if you decide to proceed, we will review your setup in the days leading up to the big event, including checking your server capacity for handling multiple downloads by students all at once.

We can also walk you through the setup by phone or teleconference - and we'll be standing by to offer support on Match Day.


In response to the emerging need to host online instruction, the DaVinci Education team has rolled out some small but important enhancements to help you get more out of Leo's integrated Discussion Boards:

  • We've updated the terminology we use in order to make navigating discussions more intuitive. "Top level posts" are now called "Topics”. From any event or course screen, you can start multiple Discussions, which consist of multiple Topics, to which students and faculty can post Replies.
  • In those Topics and Replies, we've updated the user tools so you can now embed video and any other kind of HTML content. Toss in a poll or video, embed a chat - there's lots of neat free or low-cost options for increasing interaction within your discussions (or events) right in Leo.
  • Users can now edit their own Topics and Replies after posting.
  • Additionally, we've made some under-the-hood improvements to our Activity report (attached to the Bell icon), to help users more easily view the most recent notifications - for example, when Discussion Board content has been updated.

For more information and step-by-step instructions on how to use the Leo Discussion Boards, please visit our User Guide.

We have more updates coming soon and will keep you posted.


The team at DaVinci Education wanted to share some resources we’ve created on distance learning that may be useful as you and your teams think about how to move forward with delivering your curriculum online during this public health crisis.

Please visit our newest blog posts:

Each article highlights useful information for managing your educational program remotely, including how to utilize Leo to facilitate online learning.

Our User Guide is also a helpful resource, with step-by-step instructions on how to utilize features in Leo to deliver content, manage communication, and share materials online. We have put together a list of useful features and articles to help you quickly find the information you may need.

Our team has been working quickly to develop some helpful enhancements to Leo’s integrated Discussion Boards and we will be introducing some new features in the coming days. We will send updates as this new functionality is rolled out. Additionally, there are many online tools that can be used seamlessly alongside Leo to further support distance learning and content delivery. While some of these resources are shared in the aforementioned blogs, we will be sharing a curated list with more information about how to use these tools with Leo in the coming days.

Please let us know via our Help Desk if you have any questions, or would like to talk to us about how to get the most out of Leo during this time. Our team of trainers and educators are ready and happy to help. We will continue to communicate and share resources as we respond to the situation, and do not anticipate any disruption in our ability to continue to serve you.